OAR FINANCIAL
Firm details
- Headquarters
- BRYN MAWR, Pennsylvania
- CRD number
- 158989
- Registered since
- October 14, 2011
- Website
- palladiem.com
- Custodians
- FIRST CLEARING, LLC
- Fee structure
- Percentage of AUM
- Client types
- Charitable Organizations89.75%
- HNWI6.01%
- Corporations / Businesses2.76%
- State / Municipal Government1.47%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
OAR Financial operates as a limited liability company and has been SEC-registered since 2011. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals, small businesses, and business or institutional clients. Its primary fee model is a percentage of assets under management. The adviser is not positioned as an ESG investor, is not a multi-state adviser, and does not act as a pension consultant or related adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds85%
- Exchange Traded Equities10%
- Cash & Cash Equivalents5%
Owners & executives
2 of 2DONALD ROBINSON
CEO and Chief Investment OfficerCRD 4524823
JESSICA ROEPER
Chief Compliance OfficerCRD 5900014
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 36Active vs passive
$113M in ETFs
87%
$98.8M
9%
$14.5M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SPDR S&P 500 ETF TRUST (SPY) | State Street | Passive | Large Blend | $9.6M | 14,131 | 8.48% |
Location
BRYN MAWR, PA
DELAWARE
Location
BRYN MAWR, PA
Headquartered in BRYN MAWR, PA, anchoring the Philadelphia-Reading-Camden, PA-NJ-DE-MD metro in the Northeast.
- Metro area
- Philadelphia-Reading-Camden, PA-NJ-DE-MD
- Region
- Northeast
- County
- DELAWARE
- Address
- 1 Town Pl
- Time zone
- ET (UTC-5)
- Office locations
Similar firms
DAKOTA INVESTMENTS, LLC
RIABRYN MAWR, PA
RENAISSANCE ADVISORY GROUP
RIABRYN MAWR, PA
NEWBRIDGE WEALTH MANAGEMENT
RIABRYN MAWR, PA
MCGOWAN & CO LLP
RIABRYN MAWR, PA
GREEN DRAKE ADVISORS LLC
RIABRYN MAWR, PA
SORA INVESTORS
RIABRYN MAWR, PA